Wealth Enhancement Advisory Services
GLD icon

Wealth Enhancement Advisory Services’s SPDR Gold Trust GLD Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio GLD Stock Details GLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-100
Closed -$810 – 3013
2024
Q3 		$810 Sell
100
-900
-90% -$206K ﹤0.01% 2779
2024
Q2 		$8.44K Buy
+1,000
New +$216K ﹤0.01% 2524

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wealth Enhancement Advisory Services's GLD Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its SPDR Gold Trust (GLD) stake by 8.5% in Q2 2026, selling an estimated $6.53M and leaving 170,759 shares worth $63M. The position accounts for 0.11% of the portfolio, ranked #176.

Wealth Enhancement Advisory Services first reported a position in GLD in Q2 2021 and has held it in 21 quarters since. The position peaked at $119M in Q4 2025. 3,030 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Wealth Enhancement Advisory Services held 170,759 shares of SPDR Gold Trust worth $63M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 15,774 SPDR Gold Trust shares in Q2 2026, an estimated $6.53M.
  • SPDR Gold Trust made up 0.11% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #176 holding.
  • Wealth Enhancement Advisory Services first reported a position in SPDR Gold Trust in Q2 2021 and has held it in 21 quarters since.
  • Wealth Enhancement Advisory Services's SPDR Gold Trust position peaked at $119M in Q4 2025.
  • 3,030 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.